LCGRX Mutual Fund
LCGRX Mutual Fund
Loomis Sayles Small Cap Growth Fund Retail Class

LCGRX Mutual Fund Overview
LCGRX Mutual Fund (Loomis Sayles Small Cap Growth Fund Retail Class) is managed by Loomis Sayles Funds with $71.2M in net assets. LCGRX expense ratio is 1.18%, holding 96 positions across sectors including Health Care, Industrials, Information Technology. Inception date: 1996-12-31.
LCGRX performance shows a YTD return of 21.04%. The 1-year return is 36.24% and the 5-year return is 11.38%. LCGRX dividend yield stands at 7.04%, paid annually.
LCGRX top holdings include Esco Technologies Inc (2.5%), Rbc Bearings Inc (2.3%), Advanced Energy Industries Inc. (2.1%), Macom Technology Solutions H (2.1%), Ligand Pharmaceuticals, Inc. (2.0%). View all LCGRX holdings, sector breakdown, or dividend history.
LCGRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LCGRX alternatives are available via the screener, along with tax-loss harvesting opportunities.